Calculation User Field

Calculation User Field

This user field allows you to perform simple calculations based on the user fields on a list control. 

Configure the Calculation User Field

1. Add a calculation user field to your form i.e. one of those listed above in NOTE.

2. Go to the Calculation tab.

3. Choose user field location. i.e. the user fields that you will be using for the calculation.

• Aggregate (in a list table)

• Outside of a list (not in a list table)

• Per row calculations (this will automatically select if the calculation user field is in a list table) (refer here for more information)

Open

Aggregate (In a List Table)

1. When Aggregate is chosen you must then select the list control (i.e. which list table the user fields you want to calculate are in).

Open

2. Pick the user field you wish to run calculations on.

3. Select the value (operator) applicable to the user field type you have selected.

4. Select the option.

If you have chosen a currency or number user field you will only have the option to add a number

If you have chosen a select, cascading, checkbox or radio button, the options that are available for that user field are displayed. Choose the one you want.

5. Add a Condition. Refer here for more information regarding additional conditions.

6. If you have chosen a CheckBox, RadioButton, Select or Cascading user field you will get Select the display style you wish to show for the result of this calculation.

7. Choose how you want your calculation to display the results.

8. Choose whether you want a number or currency 1000s separator and / or decimal places in your results.

9. Refer here for Conditional Formatting.

10. Click Save.

Calculation of More Than One Condition

RIB CX offers calculation of multiple criteria

Multiple Criteria Support:

Users can add one or more user fields and set multiple criteria within the calculation configuration.

1. To add more criteria click 'Add Condition'. A new row will form with AND beside it. 

2. Add the next conditions next to the AND row. This will be the second row of criteria for the calculation. 

3. Click Add Condition again to add another row of criteria. 

Supported Calculations for Different User Fields

Below is a list of supported user fields and their applicable Operator (Value) and Display types.   Underneath each user field is a table detailing:

• the applicable Operator (Value) for each user field type

• the applicable Display As types for each condition.

Number / Currency User Fields

Select / Radio / Checkbox / Cascading

Example

Outside of a List

You can use any number or currency user field on a form for calculation configurations.

1. Choose Outside a List in the User Field Location option.

2. Choose your calculation type

3. Select the user fields you want to calculate.

4. Choose how you want your calculation results to be displayed.

5. Choose whether you want a number or currency 1000s separator and / or decimal places in your results.

6. Refer here for Conditional Formatting.

7. Click Save. 

Per Row Calculations for List Tables

You can add a calculation user field to a list table to perform per-row calculations.

One of the key benefits of this feature is the ability to configure simple calculations using multiple fields in the list, with the option to display the results as numbers, currency, or percentages. Whether you need to calculate costs, timelines, or other project metrics, this powerful capability will save you time and effort, while ensuring accuracy and consistency.

1. The User Field Location and the List Control are preselected. This is because the calculation user field has been placed in a list table (tbl001).

2. Choose your calculation type. Refer here for more information regarding the Date Calculation function.

3. Select the user fields you want to calculate.

4. Choose how you want your calculation results to be displayed.

5. Choose whether you want a number or currency 1000s separator and / or decimal places in your results.

6. Refer here for Conditional Formatting for Numbers and Currency Calculations.

7. Click Save. 

Calculation - Re-Calculate Existing Forms

When the configuration of a calculation field is updated, it will automatically update all forms using that calculation field with the new value based on the new configuration.

Calculation Field Visibility

In order for a user field to be considered as part of a calculation, the user fields must be visible to the logged in user.

In addition, the current logged in user must have edit rights for the calculation user field.

Real-Time Calculations

Calculations Based on Date User Fields

To enhance form based automation, calculations can also be performed with date user fields. This reduces time and effort to calculate the period between two dates as an example. 

We support these types of calculations

Click here for information on how to create Document Triggers.

How to Configure Date Field + Number Field Calculation

1. Create a Date user field (Date 01) and Number user field (Number 01)

2. Create a Calculation user field (Date 1 + Number)

3. Configure the Calculation user field to say Date 01 + Number 01

How to Configure Date Field + Select User Field Calculation

Similarly here is an example where Calculation is using date user field + a select user field 

Where Date 01 is a date user field and "Due In" is select user field with D and M codes as shown below :

Conditional Formatting for Numeric Calculations

Conditional Formatting for Numeric Calculations is a powerful enhancement that allows users to apply dynamic formatting to calculation fields displaying numerical, currency, or percentage results.

With this feature, users can easily configure conditional formatting by toggling a switch and defining rules based on specific conditions. Whether highlighting values above a certain threshold or emphasising deviations from expected ranges, users have full control over the visual presentation of calculation results

How to do I do it ?

After configuring your calculation field :

1. Enable conditional formatting by toggling the switch and then add your rules for conditional formatting as shown below.

2. Then we drop down menu to define how result should be displayed.

• Results only - will just show the result (e.g. numeric value) without displaying the description / label

• Results and Label - will show the result and description label

3. This is where we define rules of when result should be displayed :

• Equals, will display the calculated result when calculated value is equal to the number you define here

• Greater than, will display the calculated result when calculated value is greater to the number you define here

• Greater than or equal to, will display the calculated result when calculated value is greater than or equal to the number you define here

• Less than, will display the calculated result when calculated value is less than to the number you define here

• Less than or equal to, will display the calculated result when calculated value is less than or equal to the number you define here

• Between, will display the calculated result when calculated value is between to the number you define here

When you have all numeric values linked to colours and labels, it should look something like this :

As a user: You will notice that when you enter numeric data, you will see it with it's allocated colour and label

This has many use cases. One of them is used in Category user field